Civic Intelligence

O'Brien Insurance Services Inc.

Plan context: The Doctors' Insurance Agency Retirement Plan

EIN 02-0717210 • San Rafael, CA • 21 filings • 2 plans

454 Las Gallinas Ave, Suite 179San Rafael, CA 94903
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,039,602

2024 Contributions

$33,530

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,039,602$1,519,801$0200420152024YearValue
$3,039,602Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470200420142024YearValue
10Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024110$3,039,602$33,530$3,353iApproximate average salary by contribution assumption: employee only about $83,825 at 4% or $55,883 at 6%; with 50% employer match about $55,883 at 4% or $37,256 at 6%; with 100% employer match about $41,913 at 4% or $27,942 at 6%.
The Doctors' Insurance Agency Retirement Plan-10$3,039,602$33,530$3,353iApproximate average salary by contribution assumption: employee only about $83,825 at 4% or $55,883 at 6%; with 50% employer match about $55,883 at 4% or $37,256 at 6%; with 100% employer match about $41,913 at 4% or $27,942 at 6%.
2023110$2,729,176$138,012$13,801iApproximate average salary by contribution assumption: employee only about $345,030 at 4% or $230,020 at 6%; with 50% employer match about $230,020 at 4% or $153,347 at 6%; with 100% employer match about $172,515 at 4% or $115,010 at 6%.
The Doctors' Insurance Agency Retirement Plan-10$2,729,176$138,012$13,801iApproximate average salary by contribution assumption: employee only about $345,030 at 4% or $230,020 at 6%; with 50% employer match about $230,020 at 4% or $153,347 at 6%; with 100% employer match about $172,515 at 4% or $115,010 at 6%.
2022110$2,313,746$136,335$13,634iApproximate average salary by contribution assumption: employee only about $340,838 at 4% or $227,225 at 6%; with 50% employer match about $227,225 at 4% or $151,483 at 6%; with 100% employer match about $170,419 at 4% or $113,613 at 6%.
The Doctors' Insurance Agency Retirement Plan-10$2,313,746$136,335$13,634iApproximate average salary by contribution assumption: employee only about $340,838 at 4% or $227,225 at 6%; with 50% employer match about $227,225 at 4% or $151,483 at 6%; with 100% employer match about $170,419 at 4% or $113,613 at 6%.
2021110$2,529,229$134,728$13,473iApproximate average salary by contribution assumption: employee only about $336,820 at 4% or $224,547 at 6%; with 50% employer match about $224,547 at 4% or $149,698 at 6%; with 100% employer match about $168,410 at 4% or $112,273 at 6%.
The Doctors' Insurance Agency Retirement Plan-10$2,529,229$134,728$13,473iApproximate average salary by contribution assumption: employee only about $336,820 at 4% or $224,547 at 6%; with 50% employer match about $224,547 at 4% or $149,698 at 6%; with 100% employer match about $168,410 at 4% or $112,273 at 6%.
2020110$2,092,257$132,373$13,237iApproximate average salary by contribution assumption: employee only about $330,933 at 4% or $220,622 at 6%; with 50% employer match about $220,622 at 4% or $147,081 at 6%; with 100% employer match about $165,466 at 4% or $110,311 at 6%.
The Doctors' Insurance Agency Retirement Plan-10$2,092,257$132,373$13,237iApproximate average salary by contribution assumption: employee only about $330,933 at 4% or $220,622 at 6%; with 50% employer match about $220,622 at 4% or $147,081 at 6%; with 100% employer match about $165,466 at 4% or $110,311 at 6%.
2019110$1,866,459$57,776$5,778iApproximate average salary by contribution assumption: employee only about $144,440 at 4% or $96,293 at 6%; with 50% employer match about $96,293 at 4% or $64,196 at 6%; with 100% employer match about $72,220 at 4% or $48,147 at 6%.
The Doctors' Insurance Agency Retirement Plan-10$1,866,459$57,776$5,778iApproximate average salary by contribution assumption: employee only about $144,440 at 4% or $96,293 at 6%; with 50% employer match about $96,293 at 4% or $64,196 at 6%; with 100% employer match about $72,220 at 4% or $48,147 at 6%.
2018111$1,492,864$49,835$4,530iApproximate average salary by contribution assumption: employee only about $113,261 at 4% or $75,508 at 6%; with 50% employer match about $75,508 at 4% or $50,338 at 6%; with 100% employer match about $56,631 at 4% or $37,754 at 6%.
The Doctors' Insurance Agency Retirement Plan-11$1,492,864$49,835$4,530iApproximate average salary by contribution assumption: employee only about $113,261 at 4% or $75,508 at 6%; with 50% employer match about $75,508 at 4% or $50,338 at 6%; with 100% employer match about $56,631 at 4% or $37,754 at 6%.
2017111$1,543,297$56,405$5,128iApproximate average salary by contribution assumption: employee only about $128,193 at 4% or $85,462 at 6%; with 50% employer match about $85,462 at 4% or $56,975 at 6%; with 100% employer match about $64,097 at 4% or $42,731 at 6%.
The Doctors' Insurance Agency Retirement Plan-11$1,543,297$56,405$5,128iApproximate average salary by contribution assumption: employee only about $128,193 at 4% or $85,462 at 6%; with 50% employer match about $85,462 at 4% or $56,975 at 6%; with 100% employer match about $64,097 at 4% or $42,731 at 6%.
2016111$1,309,575$54,139$4,922iApproximate average salary by contribution assumption: employee only about $123,043 at 4% or $82,029 at 6%; with 50% employer match about $82,029 at 4% or $54,686 at 6%; with 100% employer match about $61,522 at 4% or $41,014 at 6%.
The Doctors' Insurance Agency Retirement Plan-11$1,309,575$54,139$4,922iApproximate average salary by contribution assumption: employee only about $123,043 at 4% or $82,029 at 6%; with 50% employer match about $82,029 at 4% or $54,686 at 6%; with 100% employer match about $61,522 at 4% or $41,014 at 6%.
2015111$1,167,464$52,552$4,777iApproximate average salary by contribution assumption: employee only about $119,436 at 4% or $79,624 at 6%; with 50% employer match about $79,624 at 4% or $53,083 at 6%; with 100% employer match about $59,718 at 4% or $39,812 at 6%.
The Doctors' Insurance Agency Retirement Plan-11$1,167,464$52,552$4,777iApproximate average salary by contribution assumption: employee only about $119,436 at 4% or $79,624 at 6%; with 50% employer match about $79,624 at 4% or $53,083 at 6%; with 100% employer match about $59,718 at 4% or $39,812 at 6%.
2014111$1,186,530$50,893$4,627iApproximate average salary by contribution assumption: employee only about $115,666 at 4% or $77,111 at 6%; with 50% employer match about $77,111 at 4% or $51,407 at 6%; with 100% employer match about $57,833 at 4% or $38,555 at 6%.
The Doctors' Insurance Agency Retirement Plan-11$1,186,530$50,893$4,627iApproximate average salary by contribution assumption: employee only about $115,666 at 4% or $77,111 at 6%; with 50% employer match about $77,111 at 4% or $51,407 at 6%; with 100% employer match about $57,833 at 4% or $38,555 at 6%.
2013112$1,485,979$50,346$4,196iApproximate average salary by contribution assumption: employee only about $104,888 at 4% or $69,925 at 6%; with 50% employer match about $69,925 at 4% or $46,617 at 6%; with 100% employer match about $52,444 at 4% or $34,963 at 6%.
The Doctors' Insurance Agency Retirement Plan-12$1,485,979$50,346$4,196iApproximate average salary by contribution assumption: employee only about $104,888 at 4% or $69,925 at 6%; with 50% employer match about $69,925 at 4% or $46,617 at 6%; with 100% employer match about $52,444 at 4% or $34,963 at 6%.
2012112$1,284,904$98,055$8,171iApproximate average salary by contribution assumption: employee only about $204,281 at 4% or $136,188 at 6%; with 50% employer match about $136,188 at 4% or $90,792 at 6%; with 100% employer match about $102,141 at 4% or $68,094 at 6%.
The Doctors' Insurance Agency Retirement Plan-12$1,284,904$98,055$8,171iApproximate average salary by contribution assumption: employee only about $204,281 at 4% or $136,188 at 6%; with 50% employer match about $136,188 at 4% or $90,792 at 6%; with 100% employer match about $102,141 at 4% or $68,094 at 6%.
2011112$1,099,207$61,776$5,148iApproximate average salary by contribution assumption: employee only about $128,700 at 4% or $85,800 at 6%; with 50% employer match about $85,800 at 4% or $57,200 at 6%; with 100% employer match about $64,350 at 4% or $42,900 at 6%.
The Doctors' Insurance Agency Retirement Plan-12$1,099,207$61,776$5,148iApproximate average salary by contribution assumption: employee only about $128,700 at 4% or $85,800 at 6%; with 50% employer match about $85,800 at 4% or $57,200 at 6%; with 100% employer match about $64,350 at 4% or $42,900 at 6%.
2010114$1,095,996$54,075$3,863iApproximate average salary by contribution assumption: employee only about $96,563 at 4% or $64,375 at 6%; with 50% employer match about $64,375 at 4% or $42,917 at 6%; with 100% employer match about $48,281 at 4% or $32,188 at 6%.
The Doctors' Insurance Agency Retirement Plan-14$1,095,996$54,075$3,863iApproximate average salary by contribution assumption: employee only about $96,563 at 4% or $64,375 at 6%; with 50% employer match about $64,375 at 4% or $42,917 at 6%; with 100% employer match about $48,281 at 4% or $32,188 at 6%.
2009114$966,413$55,658$3,976iApproximate average salary by contribution assumption: employee only about $99,389 at 4% or $66,260 at 6%; with 50% employer match about $66,260 at 4% or $44,173 at 6%; with 100% employer match about $49,695 at 4% or $33,130 at 6%.
The Doctors' Insurance Agency Retirement Plan-14$966,413$55,658$3,976iApproximate average salary by contribution assumption: employee only about $99,389 at 4% or $66,260 at 6%; with 50% employer match about $66,260 at 4% or $44,173 at 6%; with 100% employer match about $49,695 at 4% or $33,130 at 6%.
2008112$0$0-
The Doctors' Insurance Agency Retirement Plan-12---
2007111$0$0-
The Doctors' Insurance Agency Retirement Plan-11---
2006110$902,322$109,011$10,901iApproximate average salary by contribution assumption: employee only about $272,528 at 4% or $181,685 at 6%; with 50% employer match about $181,685 at 4% or $121,123 at 6%; with 100% employer match about $136,264 at 4% or $90,843 at 6%.
The Doctors' Insurance Agency Retirement Plan-10$902,322$109,011$10,901iApproximate average salary by contribution assumption: employee only about $272,528 at 4% or $181,685 at 6%; with 50% employer match about $181,685 at 4% or $121,123 at 6%; with 100% employer match about $136,264 at 4% or $90,843 at 6%.
2005110$732,602$92,119$9,212iApproximate average salary by contribution assumption: employee only about $230,298 at 4% or $153,532 at 6%; with 50% employer match about $153,532 at 4% or $102,354 at 6%; with 100% employer match about $115,149 at 4% or $76,766 at 6%.
The Doctors' Insurance Agency Retirement Plan-10$732,602$92,119$9,212iApproximate average salary by contribution assumption: employee only about $230,298 at 4% or $153,532 at 6%; with 50% employer match about $153,532 at 4% or $102,354 at 6%; with 100% employer match about $115,149 at 4% or $76,766 at 6%.
200419$647,588$85,208$9,468iApproximate average salary by contribution assumption: employee only about $236,689 at 4% or $157,793 at 6%; with 50% employer match about $157,793 at 4% or $105,195 at 6%; with 100% employer match about $118,344 at 4% or $78,896 at 6%.
The Doctors' Insurance Agency Retirement Plan-9$647,588$85,208$9,468iApproximate average salary by contribution assumption: employee only about $236,689 at 4% or $157,793 at 6%; with 50% employer match about $157,793 at 4% or $105,195 at 6%; with 100% employer match about $118,344 at 4% or $78,896 at 6%.